Deputy Area Manager - Wealth Management
Bajaj Finance
Deputy Area Manager - Wealth Management
About this role
| Job Purpose | At Bajaj Finance, our Wealth Managers are trusted advisors to our clients. As a Wealth RM, you will manage and grow a portfolio of HNI and affluent clients, helping them achieve their financial goals through thoughtful advice, curated investment solutions, and long-term relationships. This role is ideal for professionals who enjoy client engagement, understand markets, and want to build a rewarding career in Wealth Managemen |
| Duties and Responsibilities | Business Growth & Revenue • Drive AUM growth, cross-sell, and revenue generation through existing and new client relationships. • Acquire new clients through referrals, networking, and targeted outreach. • Achieve defined business and productivity targets. Market Engagement & Knowledge • Stay updated on market trends, product developments, and investment opportunities. • Participate in investor awareness sessions, client events, and market discussions. Advisory & Investment Solutions • Understand client goals, risk appetite, and financial needs to recommend suitable investment solutions. • Offer advisory across: a) Mutual Funds & Fixed Income b) Broking & Insurance c) Structured Products & Alternate Assets • Conduct regular portfolio reviews and market updates with clients. Client Relationship Management • Build, manage, and grow long-term relationships with HNI and affluent clients. • Act as the primary point of contact for clients across investments, portfolio reviews, and service needs. • Deliver a high-quality, personalized client experience at every touchpoint. Compliance & Governance • Ensure all activities are conducted in line with regulatory guidelines, internal policies, and suitability norms. • Maintain accurate documentation and client records. |
| Required Qualifications and Experience | Experience & Qualifications Educational Background • 3–8 years of experience in Relationship & Wealth Management, Broking, or Financial Advisory. • Graduate / Postgraduate in Finance, Commerce, Economics, or a related field. • NISM & IRDA mandatory. Skills & Attributes • Strong client relationship and communication skills. • Good understanding of financial markets and investment products. • Ability to explain complex concepts in a simple, client-friendly manner. • High ownership mindset with strong ethical standards. • Self-driven, target-oriented, and comfortable working in a performance-led environment. |
Frequently Asked Questions
Is the salary disclosed for the Deputy Area Manager - Wealth Management position at Bajaj Finance?
The salary for this Deputy Area Manager - Wealth Management role at Bajaj Finance is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Deputy Area Manager - Wealth Management position at Bajaj Finance located?
This Deputy Area Manager - Wealth Management role at Bajaj Finance is based in Gurugram, Haryana, India. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Deputy Area Manager - Wealth Management role at Bajaj Finance full-time or part-time?
This is listed as a FULL TIME position. It is posted as a Deputy Area Manager - Wealth Management role at Bajaj Finance.
How do I apply for the Deputy Area Manager - Wealth Management position at Bajaj Finance?
Click the "Apply Now" button on this page. You will be redirected to Bajaj Finance's official application portal hosted on peoplestrong where you can submit your application directly.
When was the Deputy Area Manager - Wealth Management job at Bajaj Finance posted?
This Deputy Area Manager - Wealth Management position at Bajaj Finance was posted on Jul 20, 2026. Apply as soon as possible — early applications are often reviewed first.
Deputy Area Manager - Wealth Management
Bajaj Finance
You'll be redirected to Bajaj Finance's official application page on peoplestrong.